Microsoft Excel Online Helper - File in Sharepoint Location

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1

I have been working with the Microsoft Excel Online Helper template from the marketplace. I have been able to successfully export data from an HR application and write employee records to an Excel Online worksheet.

I would like to change this worksheet to a document stored in Sharepoint. However, when I change "Where is your Excel file stored?" from OneDrive to Sharepoint, there are no sites listed.

I have a valid Sharepoint connection, but cannot use it because the template is build for Excel Online connections.

I am also able to view the Sharepoint workbook online from within my list of Excel workbooks, however, the workbook does not show up in my list of Excel files when I have OneDrive selected as the option for Where is your Excel file stored?

Any thoughts on what might be out of place?

Thank you for the help,

-mitchel

The image shows a form for setting up an Excel file integration with OneDrive, specifying details like workbook and worksheet names, column headers, and keys for finding existing rows. (Captioned by AI)
The image shows a form for setting up an Excel file integration with OneDrive, specifying details like workbook and worksheet names, column headers, and keys for finding existing rows. (Captioned by AI)1544×1428 187 KB

The image shows custom settings for storing an Excel file on SharePoint, with worksheet and column header configurations displayed. (Captioned by AI)
The image shows custom settings for storing an Excel file on SharePoint, with worksheet and column header configurations displayed. (Captioned by AI)1544×1428 181 KB

2

Hi @Mitchel_Laman,

A few questions:

  1. Can you clarify the flow steps you've created and the purpose of the flow? It sounds like you have an export from an HR application and an import to a Microsoft Excel Online worksheet.
  2. Is the document you're trying to update an Excel sheet or is it a different type of Sharepoint document?

Thanks,

Kathyana

3

Hi @kathyanaqueeman , thanks for jumping in.

You are correct - the purpose of the flow is to extract employee information from our HR system, and drop the results in an Excel spreadsheet. Later (outside of Celigo), we are going to have our AD pick up and sync the employee information.

To create the flow, we started with the Microsoft Excel Online Helper from the marketplace, and cloned those steps to write to Excel.

When connecting to Excel Online, we have been able to successfully select a workbook and set it up for this process to work. Now we want to take the working flow and change the destination to an Excel workbook in a Sharepoint location.

But, as you can see from the images, when we change the type to Sharepoint, there are no locations or files listed.

For clarification on the second question, we still want to write to an Excel sheet, just one in Sharepoint instead of Excel Online.

Hope this helps and thank you for the assistance,

-mitchel

4

I am also able to view the Sharepoint workbook online from within my list of Excel workbooks, however, the workbook does not show up in my list of Excel files when I have OneDrive selected as the option for Where is your Excel file stored?

Do you mean that you can see the Sharepoint workbook online independently of IO? So, if you use the same login credentials to sign into Sharepoint and/or MS Excel Online, can you see the site and file? I'm trying to determine if the login credentials you used to create your MS Excel online connection also allow you to access Sharepoint. There could be some permission issues there.

Can you also ensure your connection includes all these scopes?

  • Files.Read
  • Files.ReadWrite
  • offline_access
  • Sites.Read.All
  • Sites.ReadWrite.All

Thanks,
Kathyana

5

That paragraph is confusing, my apologies. Let me try explaining that again...

-> When the "Where is your Excel file stored?" option is set to: OneDrive, I am able to see and select the workbook I am trying to write to.

-> When the "Where is your Excel file stored?" option is set to: SharePoint, I am not able to see anything. The Site dropdown simply reads: None

I see that I do not have the Sites... permissions on this connection. Let me try enabling that and see if my Sites start showing up.

Thank you and more to follow,

-mitchel

1 Like
6

Adding the permissions listed above fixed the issue. I am able to see all of my SharePoint files as expected. Thank you for the help!

1 Like
7

Hi @Mitchel_Laman,

Thanks for the update! I'm glad we figured this out. Feel free to reach out to the community if you have any follow up questions.

Thanks,

Kathyana